13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001493152-23-024995
Total Value
$135.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BLOCK INC | BSQKZ | 330,000 | $22.0M | 16.24% |
| 2 | CLOUDFLARE INC | NET | 315,000 | $20.6M | 15.23% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 295,000 | $19.2M | 14.19% |
| 4 | APPFOLIO INC | APPF | 109,500 | $18.8M | 13.94% |
| 5 | FLOOR & DECOR HLDGS INC | FND | 155,000 | $16.1M | 11.92% |
| 6 | DUOLINGO INC | DUOL | 100,500 | $14.4M | 10.62% |
| 7 | RH | RH | 41,000 | $13.5M | 9.99% |
| 8 | MICROSOFT CORP | MSFT | 31,250 | $10.6M | 7.87% |